Japan · Delayed Price · Currency is JPY Aeon Co., Ltd. Earnings Call Transcripts
Fiscal Year 2026
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Operating revenue and profit hit record highs, driven by private brand expansion, productivity gains, and segment growth in shopping centers, health and wellness, and Vietnam. FY2026 guidance targets double-digit growth, with major investments planned in Vietnam and supply chain upgrades.
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Operating revenue and profit reached record highs for the first nine months, driven by strong private brand sales, shopping center development, and health and wellness segments. The full-year forecast was revised upward, factoring in the consolidation of Tsuruha Holdings and ongoing structural reforms.
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Record-high first-half revenue and profit were achieved, driven by strong private brand sales, cost control, and productivity gains. Segment performance was robust across most areas, with notable improvements in GMS and health and wellness, while international operations faced headwinds in China.
Fiscal Year 2025
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Operating revenue and income reached record highs, driven by strong domestic performance and mall renovations, while overseas results were mixed with China underperforming. The company will become a wholly owned subsidiary of Aeon, with a focus on restructuring and growth initiatives.
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Q1 operating revenue hit a record high, but profits declined year-over-year due to the absence of one-time gains and weak consumer sentiment. Discount and financial services segments outperformed, while GMS and supermarkets lagged. Cost controls and digital initiatives are supporting recovery.